Events

Upcoming Events:

 Date         Location Topic
September 20, 2017

Nashville - Maggiano's RestaurantNashville Fall 2017 Mixer - two hours of networking. 
 
November 16,  2017

Nashville - Maggiano's Restaurant"Allocators' Perspectives on the Role of Alternative Investments."
Moderator and panel speakers to be determined.
 Q1 2018
Tentative
Nashville - Maggiano's Restaurant "Health Care Services Private Equity Investment Perspectives"
Moderator and panel speakers to be determined.


Past Events:

 Date         Location Topic
 February 18, 2016        Nashville - University Club
Hermitage Room 
2402 Garland Avenue
 "Hedge Fund Portfolio Perspectives: Short Selling Revisited" (Video Replay)

Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry 

Panel speakers: 
Michelle U. Gass, Principal, Paradigm Advisors, an RIA in Dallas, TX 
Thomas Landstreet, Research Dir., Tell-tale Capital Corp./ Forbes contributor
September 23, 2015
4pm to 7pm
Nashville - University Club
Hermitage Room

2402 Garland Avenue
 "Allocators' Perspectives on Emerging Managers: Seeding Options and What It Takes To Go From Start-up To Success."  (Video Replay)

Moderator: Christine Breck, Texas Wall Street Women, and
Managing Partner, Longstone Capital Advisors

Panel speakers:
Shawn Goodman, Managing Director of Investments, Vanderbilt University
Shakil Riaz, Managing Director, Head of US Alternative, Portfolio Management & Global CIO for Rothschild Asset Management Inc.
Blanding Beatty, VP, Century Investment Partners, and formerly Director - Real Assets at Arlington Family Offices (Birmingham, AL)

February 13, 2015Nashville Entrepreneur Center
41 Peabody Street
Nashville + TN FinTech Accelerator luncheon

Moderator: Milt Capps, Editor & Publisher, VentureNashville.com

Panel speakers:
Joe Maxwell, Ipreo - Shareholder Insite
Rob Metcalf, Digital Reasoning Systems
John Philpott, Interactive Advisory Software
David Trainer, New Constructs
Hal Gentry, managing director, SixThirty FinTech Accelerator in St. Louis.

Produced as a public service by Venture Nashville Connections (VNC)

April 23, 2014 Nashville - University Club
Wedgewood Room
"Health Care Services Private Equity Investment Perspectives"
(video replay)

Moderator: Carol Womack, Principal, Diversified Trust

Panel speakers:
Derrick Dagnan, Senior Portfolio Manager, Tennessee Consolidated Retirement System
Theresa Sexton, Managing Director, Claritas Capital LLC
Eric Keen, Partner, Council Capital

November 29, 2013Nashville - Belcourt Theatre

Film's Director, Jim Bruce, hosted meet-and-greet at the Sunset Grill
Screening of documentary, "Money For Nothing: Inside the Federal Reserve" 

Narrated by the award-winning actor Liev Schreiber, Money For Nothing featured interviews with Janet Yellen, Paul Volcker, Jeremy Grantham and many of the world's best financial minds. 

October 29, 2013    Nashville - University Club
Wedgewood Room  
"Hedge Fund Portfolio Perspectives: Short Selling Challenges in 2013"  
(video replay:  part 1, part 2)

Panel speakers:
Brad Weeks, Portfolio Manager, Courage Capital Management, LLC
Michael L. DeJarnette, President, ConvergEx Prime Services
Michael Long, Founder, Short Alert Research
Thomas Fairfax Landstreet, Founding Investor and Research Director, TELL-TALE Investment Advisors

April 9, 2013    
Nashville - Maggiano's Restaurant"Marketing: What it Really Takes to Raise Assets for Your Fund",
Speaker: Bryan Johnson   (website) (video replay)

June 1, 2013 Nashville - JED'S Sports Bar & GrilleCFA Exam After-Party in partnership with The CFA Society of Nashville (CFASN)

May 7, 2013Nashville - Maggiano's Restaurant"Health Care Services Private Equity Investment Perspectives"

Panel speakers:
Carol Womack, Principal, Diversified Trust
Mike Mauldin, CEO & CFO, SpecialtyCare
Duncan Dashiff, Co-founder, Ephiphany Health Ventures        

March 12, 2013Nashville - Frist Center"Fear and Opportunity in Today's Credit Markets"

In support of The Owen Graduate School of Management and The CFA Society of Nashville (CFASN)

Panel speakers:
Howard W. Lutnick, Chariman & CEO, Cantor Fitzgerald
Roger W. Ferguson, Jr., President & CEO, TIAA-CREFF
Robert Whaley, Professor, Vanderbilt University
Michael Brakebill, CIO, Tennessee Consolidated Retirement Systems

November 9, 2012   Nashville - Hutton Hotel    "Hedge Fund Portfolio Manager Perspectives: Managing Net Exposure"

Moderator: David Fox, Titan Advisors

Panel speakers:
Timothy Kelly, Portfolio Manager, Avondale Conquest I
Scot Phillips, Portfolio Manager, Maximum Pessimism Fund, Templeton and Phillips Capital Management, LLC
Joe Altman, Co-founder and Principal, COMPOUND Capital Management
Thomas Landstreet, Founding Investor, TELL-TALE Investment Advisors

October 10, 2012Memphis - The Crescent Club"The US Presidential Cycle and the Economy"

Presenter: Arthur B. Laffer, Jr., President, Laffer Associates

August 16, 2012Nashville - Flemings Steakhouse"Entrepreneurship, Innovation, and Angel Investing in Middle Tennessee"

In partnership with The CFA Society of Nashville (CFASN)

Panel speakers:
Michael Burcham, President and CEO, Nashville Entrepreneur Center
David Furse, Owen Graduate School of Management, Vanderbilt University
Chase Perry, Nashville Capital Network

June 2, 2012Nashville - Jackalope Brewing CompanyCFA Exam After-Party - Rest, Relaxation and Reconnection. In partnership with The CFA Society of Nashville (CFASN).

May 17, 2012Memphis - The Crescent Club"Managed Futures: Too Risky or Reliable Portfolio Diversifier?"

Moderator: Joe Wade, Centennial Partners, LLC,  an RIA, CTA and CPO.

Panel speakers:
Dow McVean, McVean Trading, manages over $1 billion in the futures markets Alan Konn, Uhlmann Price Securities (Chicago), the exclusive selling group manager for the Rogers International Commodity Index® (RICI) fund
G. Maxwell Eagye, Altegris, actively manages mutual funds and futures managed accounts

 April 18, 2012Nashville - Owen Graduate School of Management at Vanderbilt University,
Averbuch Classroom, 1st Floor
401 21st Avenue South
MSAIA @ Owen - "Equity Market Volatility Trading”

In partnership with Owen Graduate School of Management and Owen's Financial Markets Research Center

Presenter: Professor Robert E. Whaley, Owen School of Management

Remember to recruit at Owen - go to 
http://owen.vanderbilt.edu and http://recruitatowen.com

February 29, 2012Nashville - Maggiano's Restaurant"US Banking: Evidence of Healing and Hurting"

Panel speakers:
Jeff Davis, CFA, Managing Director of Guggenheim Partners See Jeff's Jan 18, 2012 regional banking comments at www.bloomberg.com/video/84482718/
Jonathan Holtaway, CIO of 1st Portfolio Holding Corporation and President of Ategra Capital Management, LLC
John Spence, Advisor to corporate GP of Spence Limited and B$ Financial and writer/ publisher of The Vulture’s Roost
James Wingett, Managing Director of Wolf River Capital Management, LLC

November 21, 2011Nashville - Maggiano's RestaurantAllocator discussion: "Five Reasons We (Usually) Miss Fraud Signals"

Presenter: Cynthia Harrington, CFA, CFE, Cynthia Harrington & Associates, LLC


COO, CFO and CCO discussion topics

Moderator:  Karl Jordan, Decosimo

Panel speakers:
"Implementing Dodd Frank Requirements" by Marshall Harvey, Decosimo
"Accounting Standard Updates Affecting Investment Companies" by Renee Ford, Decosimo
"What you need to be looking out for in the next year" by Lynn Rodgers, Decosimo

November 10, 2011Memphis - The Crescent ClubAllocator discussion, "Investing with Developed Market Headwinds of Deficits, Debts and Demographics"

Moderator: Greg Dyra, Obair Capital, LLC

Panel speakers:
Andrew Seamons, PittCo Capital Partners
Jeff Lewis, FedEx Corporation Retirement Investments


COO, CFO and CCO discussion, "Meeting the Challenges of Dodd Frank for 2012 and Beyond"

Moderator: Vincent Sarullo, Apex Fund Services (US) Inc.

Panel speakers:
Bob Cornish, Jr., Dilworth Paxson LLP
Steve Menna, CPA, Rothstein Kass

September 12, 2011Nashville - Maggiano's Restaurant"Emerging Managers: Good Buy or Good Bye? An examination of fund size and fund age on performance and risk characteristics”

Presenter: Meredith Jones of Barclays Capital Inc.

June 7, 2011Nashville - Maggiano's Restaurant"Inflection Points and the Role of Alternative Investments”

Presenter: John Augustine of Fifth Third Private Bank

April 18, 2011Owen Graduate School of Management at Vanderbilt University,
Averbuch Classroom, 1st Floor
401 21st Avenue South
MSAIA @ Owen Stock Ideas Event

Six stock ideas including Q&A presented in sixty minutes, using a variety of approaches including growth, value, growth & value and event oriented

Ryan Sterling and Mykas Degesys, two of a seven member Owen team managing the TVA Investment Challenge Fund
Jason Beaird, Jetstream Capital 
Scott Hodgson, MidSouth Investment Fund
Chris Black, Rinehart Capital
Joe Altman, Compound Capital
Tom Landstreet, TELL-TALE Investments

February 8, 2011Nashville - Maggiano's Restaurant"The 2011-12 Political Cycle’s Potential Impact on the Economy”

Presenter: Arthur B. Laffer, Jr., President, Laffer Investments

November 16, 2010Nashville - Maggiano's Restaurant"Complementary Strategies to Equity, Fixed Income and Real Estate Exposures”

Presenter: Ghislaine Austin, Senior Director of Investments for the Southeast, Wells Fargo Private Bank

September 15, 2010Nashville - Maggiano's Restaurant"Buying at the Point of Maximum Pessimism”

Presenter: Author, D. Scott Phillips, Jr., Lauren Templeton Funds

June 29, 2010Nashville - Maggiano's Restaurant"What Are Investors Looking For? Managers Must Act Institutional To Attract Capital”

Presenter: Jeffrey Kollin, Director of Advisory Services, Rothstein Kass

April 26, 2010Nashville - Maggiano's Restaurant"New Surprise Audit Requirements for RIA’s”

Presenter: Decosimo CPA's

February 8, 2010Nashville - Maggiano's Restaurant"Capital Markets Outlook for 2010”

Presenter: Ed Clissold, a Nashville native and Senior Global Analyst at Ned Davis Research

November 16, 2009Nashville - Maggiano's Restaurant"Anticipated Challenges for 2010 and Beyond: An Informal Field Survey of Managers”

Presenter: Dan Smith of Partnership Financial Consulting, LLC

September 21, 2009Nashville - Maggiano's Restaurant"Importance of Correctly Sizing Positions - Five Mistakes Money Managers Make and How to Use Risk Adjusted Return to Fix Them"  

Presenter: Cameron Hight, President of Alpha TheoryTM Group

Free webcast at http://www.alphatheory.com/demo

June 8, 2009Nashville - Maggiano's RestaurantMFA Sound Practices, regulatory and international update and “Jack Gaine’s 8 Things You Need to Know in 2009”

Presenter: Jack Gaine, President Emeritus & Special Counsel, International Affairs, Managed Funds Association

April 2, 2009Nashville - Maggiano's RestaurantNashville Spring 2009 Mixer sponsored by Nottingham Investment Administration, Malik Law Group and NorthPoint Trading Partners, L.L.C.

"SEC's Current Areas of Focus"

Presenter: Bill Malik of Malik Law Group

November 17, 2008Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
211 Commerce St., Suite 1000

Nashville Fall 2008 Mixer

"Fiduciary Duty in a Bear Market"

Presenter: Tonya Grindon, Attorney at Baker, Donelson

September 8, 2008Nashville - Maggiano's Restaurant

Nashville Summer 2008 Mixer sponsored by Joseph Decosimo and Company 
June 2, 2008Nashville - Maggiano's Restaurant

Nashville Spring 2008 Mixer sponsored by Wachovia Wealth Management 

March 3, 2008Tin Angel Restaurant
3201 West End Avenue 

The MidSouth Hedge Fund Association (MSHFA) inaugural event, sponsored by Greg Dyra, attracted more than just hedge fund professionals